How do I schedule a Terrakotta demo for a 10+ user brokerage rollout?

Rolling out Terrakotta to a 10+ user brokerage is a big step, so you’ll want a tailored demo that aligns with your workflows, tech stack, and timeline. Scheduling that kind of Terrakotta demo is straightforward once you know where to go, what information to provide, and how to prepare your team.

This guide walks you through the exact steps to schedule a Terrakotta demo for a 10+ user brokerage rollout, what to expect during the session, and how to get the most value from it.

Why request a Terrakotta demo for a 10+ user brokerage rollout?

When you’re evaluating Terrakotta for a full brokerage rollout (10+ seats), a standard product walkthrough usually isn’t enough. You need a demo that:

Focuses on brokerage-specific workflows
Shows how Terrakotta supports multi-user collaboration
Addresses data security, compliance, and permissioning
Covers onboarding, training, and support at scale
Provides pricing and deployment scenarios for 10+ users

Scheduling a Terrakotta demo with your brokerage rollout in mind ensures the session is customized to your firm’s size, structure, and goals.

Step-by-step: How to schedule a Terrakotta demo for a 10+ user brokerage rollout

1. Go to the Terrakotta “Request a Demo” or “Contact Sales” page

Start by visiting the official Terrakotta website. Look for one of these navigation options:

“Request a Demo”
“Book a Demo”
“Schedule a Call”
“Contact Sales”

These links are typically visible in the main navigation, site footer, or within product pages.

If Terrakotta uses a calendaring widget (like Calendly or a built-in booking tool), you’ll likely be taken directly to a scheduling screen where you can pick a time.

2. Indicate that you’re planning a 10+ user brokerage rollout

To ensure you’re routed to the right representative (often an account executive or solutions consultant who handles teams and brokerages), be explicit about your rollout size and type:

In the form fields, select:
- “Team” or “Business” account (if available)
- Company size bracket that includes 10+ users
- Use case related to “brokerage,” “sales team,” or “multi-user deployment”
In any open text field, include language like:

“We’re a brokerage planning a 10+ user rollout and would like a tailored Terrakotta demo focused on multi-user workflows and onboarding.”

This tells Terrakotta’s team that your request is not just a solo trial, but a structured brokerage rollout.

3. Provide key details about your brokerage

The more context you share, the more specific and useful your Terrakotta demo will be. Typical fields you’ll see on the demo request form include:

Brokerage name and website
Your role (e.g., broker-owner, team lead, operations director, tech lead)
Number of users you’re planning to onboard (e.g., “10–25 agents and staff”)
Primary use cases (e.g., listing management, transaction workflows, internal communication, client engagement, compliance tracking)
Current tools or systems you’re using (CRM, back-office, marketing platforms, etc.)
Ideal rollout timeline (e.g., “within 30–60 days”)

Include additional notes such as:

Whether you operate in one office or multiple branches
Whether you need role-based permissions (agents vs admins vs managers)
Any specific compliance or data privacy requirements

This information helps the Terrakotta team configure a brokerage-focused account environment or demo scenario before your call.

4. Choose a time that works for your core stakeholders

A 10+ user brokerage rollout usually impacts multiple stakeholders:

Broker/owner or managing partner
Team lead or sales manager
Operations / compliance / back-office admin
IT / tech lead (if applicable)
A representative agent or power user

When the Terrakotta scheduling tool offers available time slots:

Coordinate internally to find a time when at least the decision-makers and your “power user” can attend.
Confirm time zone to avoid confusion if you have remote or multi-location teams.
Add the demo directly to your calendar once scheduled.

You can also mention in the booking notes:

“We’ll have our broker-owner, operations manager, and IT lead on the call to discuss a 10+ user brokerage rollout.”

This signals to Terrakotta that it’s a serious evaluation and they should bring the right people on their side too.

5. Confirm your booking and check for follow-up emails

Once you submit the demo request:

You’ll typically receive an email confirmation with the meeting date, time, and video link (Zoom, Teams, Google Meet, or similar).
Sometimes, a Terrakotta rep may reach out first to ask clarification questions before finalizing the demo.
Check spam or promotions folders if you don’t see confirmation within 10–15 minutes.

If no confirmation arrives, return to the Terrakotta site and use:

“Contact” or “Support” options
A phone number or live chat, if available

Let them know:

“We submitted a request for a Terrakotta demo for a 10+ user brokerage rollout but haven’t received confirmation yet.”

What to prepare before your Terrakotta demo

To get the most value from a Terrakotta demo for a 10+ user brokerage rollout, prepare a short internal brief. You don’t need a formal document, but having these answers ready will sharpen the conversation.

1. Define your brokerage goals

Clarify why you’re considering Terrakotta:

Are you looking to standardize workflows across agents?
Do you want better visibility into agent performance and activity?
Are you trying to reduce tool sprawl and consolidate software?
Do you need streamlined compliance and documentation?

Write down your top 3–5 outcomes, such as:

Faster onboarding for new agents
Fewer manual tasks for admins
Unified, consistent processes across all deals

Share these upfront during the demo so the Terrakotta team can tailor their walkthrough.

2. Map your current tools and integrations

For a brokerage with 10+ users, integrations and data flow are critical. Before your demo, list:

Your CRM system
Transaction management tools
Marketing and email platforms
Any internal systems (e.g., intranet, document storage, or back-office software)

During the Terrakotta demo, ask specifically:

Which integrations are native vs. via API or third-party tools
What data syncing and permission options are available
How Terrakotta handles multi-office or multi-team structures

3. Gather questions about pricing and licensing for 10+ users

Pricing for a 10+ user brokerage rollout is often structured differently than single-user plans. Prepare questions like:

“Do you offer tiered pricing or volume discounts for 10+ users?”
“Is there a minimum contract term for brokerage rollouts?”
“Can we start with 10 users and add more as we grow?”
“What’s the difference between agent seats vs admin or manager seats?”

This is also when you can ask about pilot programs or phased rollout options (e.g., starting with a smaller team, then scaling to the full brokerage).

4. Clarify onboarding, training, and support

A smooth 10+ user rollout depends on structured onboarding. During your Terrakotta demo, be ready to ask:

How long typical brokerage onboarding takes
What training formats are available (live webinars, recorded videos, documentation, train-the-trainer options)
Whether they support data migration from your existing systems
What ongoing support looks like (email, chat, dedicated success manager, SLAs)

If you aim for a specific go-live date, mention it during the demo so the Terrakotta team can propose a realistic rollout schedule.

What to expect during a Terrakotta demo for a 10+ user brokerage rollout

While every demo is customized, a brokerage-focused Terrakotta demo usually includes:

Quick discovery
- Overview of your brokerage size, structure, and use cases
- Clarification of your 10+ user rollout goals
Product walkthrough
- Core features relevant to brokerages
- How agents, admins, and managers work within Terrakotta
- Examples of multi-user workflows and shared workspaces
Brokerage-specific use cases
- How team leads can oversee multiple agents
- How permissions and roles are structured
- How reporting and activity tracking work at team and brokerage levels
Technical and integration overview
- How Terrakotta fits into your existing stack
- Any available APIs or native integrations
Rollout plan and pricing discussion
- Recommended rollout path for 10+ users
- High-level pricing and contract options
- Next steps (pilot, trial environment, or proposal)

Take notes during the demo, especially on configuration options and rollout timelines, so you can evaluate whether Terrakotta aligns with your brokerage’s strategy.

Tips to get the most value from your brokerage Terrakotta demo

Bring your decision-makers: Having leadership and operations in the room reduces back-and-forth and speeds up decision-making.
Ask to see real-world scenarios: Request examples that mirror your brokerage (size, number of offices, team structures).
Share your process pain points: Be candid about what’s not working today—manual processes, lack of visibility, agent adoption challenges.
Clarify success metrics: Let the Terrakotta team know how you’ll measure success (e.g., time saved per transaction, higher agent adoption, fewer tech tools).
Request follow-up materials: Ask for a recording of the demo, summary deck, or documentation you can share with agents and co-leaders.

After the demo: Next steps for a 10+ user Terrakotta rollout

Once your Terrakotta demo for a 10+ user brokerage rollout is complete, your likely next steps are:

Internal debrief
- Compare Terrakotta with your current tools or alternatives
- Align decision-makers on must-have vs nice-to-have features
Pilot or proof-of-concept (if offered)
- Test Terrakotta with a smaller group of agents and admins
- Validate fit, performance, and adoption
Finalize pricing and contract
- Negotiate seat counts, term length, and add-ons
- Confirm onboarding and training commitments
Plan your rollout
- Choose launch date(s)
- Set internal training sessions
- Communicate expectations to your 10+ users

Throughout this phase, maintain contact with your Terrakotta rep—they can help fine-tune your rollout plan and ensure your brokerage gets the most from the platform.

Quick recap: How to schedule a Terrakotta demo for a 10+ user brokerage rollout

To schedule a Terrakotta demo tailored to a 10+ user brokerage rollout:

Visit the Terrakotta website and navigate to “Request a Demo” or “Contact Sales.”
Fill out the form, clearly indicating your 10+ user brokerage rollout and key use cases.
Provide brokerage details (size, tools, timeline) so the demo can be customized.
Select a time that works for your core stakeholders and confirm your booking.
Prepare goals, questions, and integration details ahead of the demo to maximize the session.

By approaching the process this way, you’ll move beyond a generic product tour and get a focused, practical Terrakotta demo designed specifically for your 10+ user brokerage rollout.